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What is the Financial Planning Guide?

The Financial Planning Guide:

  • is a complete reference tool for financial advisers
  • includes monthly updated news, rates and legislation
  • is easy to use and clearly organised into key topics
  • is available by subscription either as an individual or a group

Kaplan Professional together with an Editorial Committee from Australia's leading Financial services organisations develop and maintain information directly relevant to Financial Advisers.

Why Subscribe to the Guide? 

Save time by using a single online resource to locate any rate or formula you need to perform quick calculations or answer client questions.

Increase Efficiency with fast access to the latest changes in legislation that affect the strategies you develop.

Stay in Touch with monthly news updates that are specific to the financial planning sector and include comments and research from Australia's leading industry specialists.

Convenient Access to information at your fingertips wherever you are, online or offline via the download or CD ROM. You choose what it best for you.

Subscribe Now

Contact us:  1300 KAPLAN or pdmail@kaplan.edu.au

Who Contributes to the Guide? 

Technical Editor

Product Manager

Rosemary Hume (Kaplan)

Christine Kastoun (Kaplan)

 

 

Editorial Committee Members

 

Gemma Dale (ThreeSixty)

Nicholas Zubic (Genesys Wealth)

Geoff Tory (Australian Unity Financial)

Rahul Singh (AMP)

Graeme Colley (ING )

Scott Quinn (ANZ Funds Management)

James Proctor (University of Technology, Sydney)

Sean Fannin (Ironbark Asset Management)

Jason Menzies (BT Financial Services)

Simon Conolly (Perpetual Private Clients)

Justine Marquet (AXA Australia)

Stephen Kunz (Suncorp Wealth Management)

Mike Mitchell (MLC)

 

 
 
 
Page Last Updated: 14 January 2010
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